What I Am Reading
Thursday, September 4, 2025
Markets I
- Wall St muted after soft labor data; Salesforce weighs on DowReuters
- US small-cap stocks break out, but for how long?Reuters
- Nasdaq to Tighten China Listing Rules Over Pump-and-Dump WorriesWall Street Journal
- Chinese Stocks Pull Back After Red-Hot RallyWall Street Journal
- Most Sovereign Wealth Funds Are Poor Performers. The U.S. May Still Get One.Barron's
- White House hits out at Norway wealth fund over Caterpillar exitCNBC
Markets II
- Global bond markets stabilize, for now, as fiscal storm loomsReuters
- Gold Keeps Hitting Records. It’s Sending a Message About the Economy.Barron's
- Gold's rise in central bank reserves appears unstoppableReuters
- Goldman Says Gold Near $5,000 Possible If Fed Standing DamagedBloomberg
- Oil Falls on Concern OPEC+ May Boost SuppliesBloomberg
Central banks
US
- What to Look for in First Jobs Report Since Trump Fired BLS ChiefWall Street Journal
- ADP: Labor market growth slows dramatically in August with U.S. adding just 54,000 jobsCNBC
- Job Openings Still Falling at Small FirmsWall Street Journal
- Consumers Say They Are Pessimistic. Their Spending Trends Suggest the Opposite.Barron's
- Trump Administration Seeks Swift Supreme Court Review on TariffsWall Street Journal
Europe
- Germany’s Ifo Institute Cuts Growth Forecasts on Tariff ImpactWall Street Journal
Geopolitics
Industries & companies
- Retail:Lowe’s CEO Marvin Ellison Is Prepared for a Housing ReboundBarron's
- Retail:Gap to add beauty products at Old Navy storesCNBC
- Tech:Amazon’s Satellite Internet Venture Signs Up JetBlue as Its First AirlineWall Street Journal